IVP Capital, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Water Mill, New York
CRD number
104197
Registered since
October 5, 2000

Firm profile

FINTRX

Overview

IVP Capital, LLC is organized as a limited liability company and has been registered with the SEC since 2000. The firm is owned by an individual and is classified in source records as "Unclassified." Public filings and the dataset provide only limited detail about the firm’s advisory activities, client segments, or fee arrangements. The dataset flags several operational attributes: IVP Capital is not designated as a capital allocator, is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not listed as a pension consultant or related adviser. Those items suggest a narrow public footprint in the regulatory dataset rather than a defined product or distribution profile.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Oliver Eberstadt

    Oliver Eberstadt

    PrincipalCRD 1808170

  • Christian Grutschus

    Christian Grutschus

    Co-FounderCRD 5148714

  • Martin Kuehrer

    DirectorCRD 6209535

Unlock 4 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Water Mill, NY

Suffolk

Location

Water Mill, NY

Headquartered in Water Mill, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Suffolk
Address
337 Noyac Path
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth